* Core Add-in Orientation

The Analytics Edge Add-in for Excel is designed to make it easier and a lot faster to create, edit, and refresh a custom Excel report. Like Excel, you can quickly get good value out of it, but the more you learn, the more value you can obtain. More

* Register the Core Add-in

Before you can use an Analytics Edge add-in, it needs to be registered. In Excel, on the Analytics Edge ribbon bar, click the License button.

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Adding Connectors

Connectors are installed from inside the Add-in itself — in Excel, on the Analytics Edge ribbon bar, click the License button. All premium connectors are automatically licensed for 30 days, no payment required. More

Append

This Analytics Edge wizard makes it easy to merge two tables together, keeping all of the rows and columns of the original tables. More

Arrange

This Analytics Edge wizard is used to rearrange and/or rename columns in a table. More

Calculate

This Analytics Edge wizard lets you perform typical math calculations without formulas, including a number of series calculations across rows or down columns. More

Combine

This Analytics Edge wizard is used to combine two sets of data, merging the values from a worksheet or previously named table. More

Comment

Create a comment in the current macro. Comments are entered for documentation purposes and have no other function. More

Convert

This Analytics Edge wizard is used to convert columns from one data type (text, number, or date) into another. It can also convert to a variant of the same type, like converting dates to first of the month. More

Date Format

Analytics Edge supports Microsoft .NET Framework date format codes which are slightly different from Excel date format codes. The common variants are listed below, but see the references at the end for a full listing. More

Duplicate

This Analytics Edge widget recognizes duplicate rows in your data and lets you choose whether to keep them, remove them or combine them. More

Edit Mode Help

The Core Add-in has an ‘Edit Mode’ that shows you where your Quick Queries are located as well as any cell references. When the Edit Mode is ON, the add-in places Excel comments on all the referenced worksheet cells. Click the button to toggle the Edit Mode ON or off. More

Filter

This Analytics Edge wizard lets you construct one or more filters to be applied to the current table. Filters can be combined using AND-OR logic, and you can choose to remove or keep the matching rows. More

Formula

This Analytics Edge wizard inserts a column with an Excel formula, giving you full access to Excel’s advanced functions. It is evaluated in Excel AFTER you write it to a worksheet, so it should be followed by a Write to Worksheet function. More

Functions Wizard

Quick Queries in the Analytics Edge Core Add-in allow you to make several transformations to your data before you write it into your worksheet. These “Quick Functions” are available only to Premium license users. More

Google Account Login

This wizard is not seen in normal use. During a normal login sequence, a new browser window will open in front of it requesting you to login to your Google account. After you login, this wizard will close automatically. More

Group

This Analytics Edge wizard lets you add a category or group column based on the value in one of the other data columns.  More

Join

Typical uses include combining name or address components into a single column for uploading into a database. More

Lookup

This Analytics Edge wizard lets you quickly lookup values from another Table or Worksheet that share an index column with the current table. More

Match

This Analytics Edge wizard is used to keep or remove rows based on whether matching row values exist in another table or worksheet. More

Mode: Interactive, Quick Query or AE Macro

[New in version 10.1] Choosing the Mode on the Analytics Edge ribbon lets you decide if you want a macro function or connector function to start an Analytics Edge Macro, a Quick Query, or simply run the function once (Interactive).

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Number Format

Analytics Edge supports Microsoft .NET Framework format codes which are slightly different from Excel format codes. The common variants are listed below, but see the references at the end for a full listing. More

Options

This wizard lets you configure general options, SMTP email server options, and manage Google accounts for use with Google Sheets and Gmail. More

Pivot

This Analytics Edge wizard is used to pivot a column of data similar to Excel’s PivotTable. If you are pivoting by date, you can also select the date range and automatically fill in any missing values. More

Rank

This Analytics Edge wizard is used to convert the selected column into a number representing either the rank order or it’s percentile, decile or quartile position. More

Read Google Sheet

This Analytics Edge wizard is used to read the data from a Google Sheets worksheet. It always reads the entire sheet. More

Read Text/Web File

This Analytics Edge wizard allows you to import a text file into a table. It accepts both delimited files as well as fixed-width fields. More

Read Worksheet

This Analytics Edge wizard allows you to read an Excel worksheet into your macro. The worksheet can be in any open workbook, and it is possible to read part of a worksheet if desired. More

Repeat Macro

This wizard converts the current macro into a Repeating Macro. Repeating macros allow you to load a tables of values from a worksheet to be used as Analytics Edge named ranges while running the rest of the macro. More

Replace

This Analytics Edge wizard lets you replace text in selected columns. It supports the usual * and ? wildcard, as well as regular expressions. More

Run Macro Function (If…)

This wizard allows you to run Analytics Edge macros, Excel VBA macros, or Windows commands from your macro. It also allows your to set criteria (Run If…) to determine whether to run or not.

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Save/Email PDF

This wizard lets you save an Adobe PDF copy of the Excel workbook, and optionally email it to someone. Email options include SMTP email or Google Gmail. More

Save/Email Workbook

This wizard lets you save an Excel workbook copy or your report, and optionally email it to someone. Email options include SMTP email or Google Gmail.
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Schedule Manager

This Analytics Edge utility is part of the Core Add-in, and is used to manage all of the Analytics Edge scheduled refreshes. More

Schedule Refresh

This Analytics Edge wizard helps you to schedule unattended refreshes for the workbook you have open. More

Sort

This Analytics Edge wizard lets you sort the data using specific sorting rules or generically sort all numeric columns. More

Split

This Analytics Edge wizard lets you split a text column into several columns. You can split on a delimiter, a fixed-width sequence, or into smart name columns. More

Subtotal

This Analytics Edge wizard allows you to subtotal a table based on unique values in selected columns. More

Table Name

This Analytics Edge wizard lets you save the current table, and switch back to it or reference it later in the macro. It can also assign Analytics Edge range names to all the columns. More

Task Pane

The “heart” of the Analytics Edge Core Add-in is the Task Pane, which opens automatically to let you create, run and edit Analytics Edge macros. More

Top / Bottom

This Analytics Edge wizard lets you keep or remove a specific number of the top or bottom rows. More

Total

This Analytics Edge wizard is used to create a numeric aggregate row or column, like Total or Average. More

Transpose

This wizard is used to transpose rows with columns in the current table. More

Unpivot

This Analytics Edge wizard is used to perform a reverse pivot operation, converting multiple columns of data into two; one with the original column name and the other with the value. More

Update

This Analytics Edge wizard lets you update the current table from entries with matching rows in another table or worksheet. More

Write to Current Cell

The Core Add-in includes this shortcut menu item that adds a Write to Worksheet command for the current cell location with the option to preserve formatting. More

Write To Google Sheet

This Analytics Edge wizard is used to write the results of an analysis to a Google Sheets worksheet. It always overwrites the entire sheet. It can can be added as a separate macro function, or as an option from the Write to Worksheet wizard. More

Write To Text File

This Analytics Edge wizard lets you write the current table to a delimited text file, specifying the format to be used for dates. More

Write To Worksheet

This Analytics Edge wizard is used to write the results of an analysis to a worksheet. It can either overwrite an entire sheet, or be written to a specific location. It can also optionally copy the results to a Google Sheets file as well. More